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Add history window controls and expand taxonomy pack support

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- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI
- add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading
- auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance
This commit is contained in:
francy51
2026-03-18 23:40:28 -04:00
parent f8426c4dde
commit 17de3dd72d
102 changed files with 14978 additions and 1316 deletions
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142
rust/taxonomy/fiscal/v1/plan_defined_benefit.surface.json Normal file
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{
"version": "fiscal-v1",
"pack": "plan_defined_benefit",
"surfaces": [
{
"surface_key": "employer_contributions",
"statement": "income",
"label": "Employer Contributions",
"category": "surface",
"order": 10,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:EmployerContributions",
"us-gaap:ContributionsReceivedFromEmployers"
],
"allowed_authoritative_concepts": [
"us-gaap:EmployerContributions",
"us-gaap:ContributionsReceivedFromEmployers"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "benefits_paid",
"statement": "income",
"label": "Benefits Paid",
"category": "surface",
"order": 20,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:BenefitPayments",
"us-gaap:BenefitsPaidToParticipants"
],
"allowed_authoritative_concepts": [
"us-gaap:BenefitPayments",
"us-gaap:BenefitsPaidToParticipants"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "investment_income",
"statement": "income",
"label": "Investment Income",
"category": "surface",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:InvestmentIncome",
"us-gaap:ReturnOnPlanAssets"
],
"allowed_authoritative_concepts": [
"us-gaap:InvestmentIncome",
"us-gaap:ReturnOnPlanAssets"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "net_increase_in_fund",
"statement": "income",
"label": "Net Increase in Fund",
"category": "surface",
"order": 50,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:NetIncreaseInFund"
],
"allowed_authoritative_concepts": [
"us-gaap:NetIncreaseInFund"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "income_default"
},
{
"surface_key": "plan_assets",
"statement": "balance",
"label": "Plan Assets",
"category": "noncurrent_assets",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:PlanAssets",
"us-gaap:FairValueOfPlanAssets"
],
"allowed_authoritative_concepts": [
"us-gaap:PlanAssets",
"us-gaap:FairValueOfPlanAssets"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "benefit_obligations",
"statement": "balance",
"label": "Benefit Obligations (PBO)",
"category": "noncurrent_liabilities",
"order": 80,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:ProjectedBenefitObligation",
"us-gaap:BenefitObligations"
],
"allowed_authoritative_concepts": [
"us-gaap:ProjectedBenefitObligation",
"us-gaap:BenefitObligations"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "funded_status",
"statement": "balance",
"label": "Funded Status",
"category": "equity",
"order": 100,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:FundedStatusOfDefinedBenefitPlan"
],
"allowed_authoritative_concepts": [
"us-gaap:FundedStatusOfDefinedBenefitPlan"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
}
]
}